Resource assignment（资源分配）¶

Resources can be assigned to groups or individual users. Notifications are sent to users as individuals or as members of groups (using group membership to determine if any resources are assigned to a given user).

In most cases, resources are assigned directly by Upgrade Assistant relying on heuristics based on the type of the resource to figure out the right person or group to assign. The remainder of this page describes the various assignment heuristics used by Upgrade Assistant.

Alternatively, the responsible parties for implementing changes in the platform can directly assign resources to groups or users. In this case, Upgrade Assistant simply records the assignment.

In all cases, resources can only be assigned to a maximum of 100 groups or users at a time.

Assignment heuristics for Compass resources¶

:::callout{theme="neutral"} Learn more about how to identify Compass resources. :::

Compass resources are assigned based on the Project to which they belong. If possible, the resource is assigned to the Project's point of contact. If no specified contact can be found, the resource will be assigned to users and groups with Owner role on the Project.

Best practices for Compass resource assignment¶

Ensure that the Project’s point of contact is set and reflects the actual ownership of the Project.
The point of contact can act as a dispatcher to reassign resources based on their knowledge of the business.
If a point of contact is unavailable, consider reviewing the groups or users with the Owner role on the Project. If possible, reduce the Owner to a focused set of users.

Assignment heuristics for enrollments¶

:::callout{theme="neutral"} Learn more about how to identify enrollment resources. :::

Resources are assigned to users who are Maintenance Operators. These users have the OPERATOR-VIEW-PROGRESS operation on the relevant organization. This operation is displayed in Control Panel as View progress in Upgrade Assistant, and is granted by default to certain roles such as Technical Compliance Officer. If no such user can be found, the resource will be assigned to the Organization Administrator.

Best practices for enrollment resource assignment¶

Ensure that the Technical Compliance Officer role has a reasonable number of users who are familiar with Upgrade Assistant.

Assignment heuristics for other resources¶

:::callout{theme="neutral"} Learn how to identify other resources. :::

Object type resources are assigned to users who have the editor or owner role on the given object type. Restricted object types are assigned to the users who additionally are editors or owners of the backing dataset(s).

Other types of resources, such as Compass spaces, link types, action types, or schedules, have no default heuristics. For these resources, Upgrade Assistant relies on the service reporting affected resources to provide assignment information.

"Needs triage" assignment heuristic¶

In some cases, resources may be assigned to Maintenance Operators with the assignment reason listed as "Needs triage." This assignment heuristic is applied in cases where standard heuristics are not sufficient.

In particular, "needs triage" is used when:

Standard heuristics have not identified any assignees. For example, if there are no users identified as project point of contact or project owners.
Standard heuristics have identified too many assignees. For example, if the resource's project is owned by a group containing 1000 users and there is no point of contact listed.

In these cases, the resource is assigned to maintenance operators for triage and appropriate reassignment to the relevant users.

中文翻译¶

资源分配¶

资源可以分配给群组或单个用户。通知会以个人身份或群组成员身份发送给用户（通过群组成员资格判断是否有任何资源分配给特定用户）。

在大多数情况下，资源由升级助手（Upgrade Assistant）直接分配，其依据是基于资源类型的启发式规则，以确定合适的人员或群组。本页其余部分将介绍升级助手使用的各种分配启发式规则。

或者，负责实施平台变更的责任方可以直接将资源分配给群组或用户。在这种情况下，升级助手仅记录分配结果。

在所有情况下，每次最多只能将资源分配给100个群组或用户。

Compass资源的分配启发式规则¶

:::callout{theme="neutral"} 了解更多关于如何识别Compass资源的信息。 :::

Compass资源根据其所属的项目（Project）进行分配。如果可能，资源将分配给项目的联系人（point of contact）。如果找不到指定的联系人，资源将分配给在项目中拥有Owner角色的用户和群组。

Compass资源分配的最佳实践¶

确保项目的联系人已设置，并能反映项目的实际所有权。
联系人可以根据其对业务的了解，充当调度员来重新分配资源。
如果联系人不可用，请考虑审查项目中拥有Owner角色的群组或用户。如果可能，将Owner缩减为一组重点用户。

注册（Enrollment）资源的分配启发式规则¶

:::callout{theme="neutral"} 了解更多关于如何识别注册资源的信息。 :::

资源分配给作为维护操作员（Maintenance Operators）的用户。这些用户在相关组织上拥有OPERATOR-VIEW-PROGRESS操作权限。该操作在控制面板（Control Panel）中显示为在升级助手中查看进度，并默认授予某些角色，例如技术合规官（Technical Compliance Officer）。如果找不到此类用户，资源将分配给组织管理员（Organization Administrator）。

注册资源分配的最佳实践¶

确保技术合规官角色中包含合理数量的熟悉升级助手的用户。

其他资源的分配启发式规则¶

:::callout{theme="neutral"} 了解如何识别其他资源。 :::

对象类型（Object type）资源分配给在给定对象类型上拥有编辑者或所有者角色的用户。受限对象类型则额外分配给同时是底层数据集（backing dataset）编辑者或所有者的用户。

其他类型的资源，例如Compass空间（spaces）、链接类型（link types）、操作类型（action types）或计划（schedules），没有默认的启发式规则。对于这些资源，升级助手依赖报告受影响资源的服务来提供分配信息。

"需要分类（Needs triage）"分配启发式规则¶

在某些情况下，资源可能会分配给维护操作员，分配原因列为"需要分类"。当标准启发式规则不足时，会应用此分配启发式规则。

具体来说，在以下情况下会使用"需要分类"：

标准启发式规则未识别出任何受让人。例如，未识别出任何用户作为项目联系人或项目所有者。
标准启发式规则识别出过多受让人。例如，资源的项目由一个包含1000名用户的群组拥有，且未列出联系人。

在这些情况下，资源会分配给维护操作员进行分类，并适当重新分配给相关用户。